Stamos Capital Partners’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Buy |
34,361
+19,870
| +137% | +$4.08M | 1.26% | 20 |
|
|
2025
Q1 | $3.22M | Buy |
14,491
+8,531
| +143% | +$1.89M | 0.84% | 29 |
|
|
2024
Q4 | $1.49M | Sell |
5,960
-2,660
| -31% | -$666K | 0.35% | 87 |
|
|
2024
Q3 | $2.01M | Sell |
8,620
-7,460
| -46% | -$1.74M | 0.47% | 66 |
|
|
2024
Q2 | $3.39M | Buy |
16,080
+1,300
| +9% | +$274K | 0.72% | 30 |
|
|
2024
Q1 | $2.53M | Sell |
14,780
-610
| -4% | -$105K | 0.58% | 42 |
|
|
2023
Q4 | $2.96M | Sell |
15,390
-10,630
| -41% | -$2.05M | 0.8% | 34 |
|
|
2023
Q3 | $4.45M | Hold |
26,020
| – | – | 0.99% | 25 |
|
|
2023
Q2 | $5.05M | Sell |
26,020
-8,570
| -25% | -$1.66M | 1.18% | 23 |
|
|
2023
Q1 | $5.7M | Buy |
34,590
+3,730
| +12% | +$615K | 1.47% | 18 |
|
|
2022
Q4 | $4.01M | Sell |
30,860
-22,870
| -43% | -$2.97M | 1.27% | 18 |
|
|
2022
Q3 | $7.43M | Buy |
53,730
+11,140
| +26% | +$1.54M | 1.89% | 16 |
|
|
2022
Q2 | $5.82M | Hold |
42,590
| – | – | 1.76% | 23 |
|
|
2022
Q1 | $7.44M | Buy |
42,590
+14,390
| +51% | +$2.51M | 2.48% | 16 |
|
|
2021
Q4 | $5.01M | Sell |
28,200
-5,440
| -16% | -$966K | 2.32% | 20 |
|
|
2021
Q3 | $4.76M | Sell |
33,640
-5,760
| -15% | -$815K | 2.66% | 14 |
|
|
2021
Q2 | $5.4M | Sell |
39,400
-6,100
| -13% | -$835K | 2.84% | 13 |
|
|
2021
Q1 | $5.56M | Hold |
45,500
| – | – | 2.81% | 12 |
|
|
2020
Q4 | $6.04M | Sell |
45,500
-4,500
| -9% | -$597K | 2.57% | 6 |
|
|
2020
Q3 | $5.79M | Buy |
+50,000
| New | +$5.79M | 2.15% | 17 |
|
|
2020
Q2 | – | Sell |
-126,812
| Closed | -$8.06M | – | 54 |
|
|
2020
Q1 | $8.06M | Buy |
126,812
+71,920
| +131% | +$4.57M | 4.25% | 2 |
|
|
2019
Q4 | $4.03M | Sell |
54,892
-21,908
| -29% | -$1.61M | 3.25% | 2 |
|
|
2019
Q3 | $4.3M | Sell |
76,800
-3,200
| -4% | -$179K | 3.82% | 4 |
|
|
2019
Q2 | $4.03M | Sell |
80,000
-118,000
| -60% | -$5.95M | 4.03% | 3 |
|
|
2019
Q1 | $8.66M | Sell |
198,000
-56,400
| -22% | -$2.47M | 11.1% | 1 |
|
|
2018
Q4 | $10M | Buy |
+254,400
| New | +$10M | 7.56% | 2 |
|